Nollenberger

From the Desk of Bruce Nollenberger

We have created a different kind of firm, one that partners with clients, employees, and with the communities we serve.

When Nollenberger Capital Partners was founded, it was on the belief that indeed a firm could grow and thrive when based on a foundation of honesty and integrity. We are a firm which truly places client’s interests first and brings to the table a greater level of thoughtfulness and expertise when working with sophisticated affluent clients and institutions. We have brought together skilled, talented and seasoned professionals who share this vision and who have a strong intellectual curiosity and can think independent of common Wall Street philosophies.

Our clients are institutions and affluent individuals that have entrusted us with a significant amount of their assets. Our clients come from all over the world to our professionals because they trust our input and professional advice. Today, our employees/partners average over 20 years of experience, and pride themselves on their ability to understand our clients’ objectives in this ever-changing world. We have the skill and ability to guide the most sophisticated client through today’s proliferation of information. Our objective is to clearly understand our clients’ objectives and risk tolerance, and to adjust our investment advice accordingly. We understand performance is critical, but service is important as well.

Our goal over the next few years is to expand our firm’s capabilities in private client services, investment banking, public finance, and retirement plan services. We will continue to build our firm based on the values that we and our clients find to be of primary importance: working with honesty and integrity. These values support our mission of being client-centric and partnership-focused.

Our Mission

Our mission is to optimize our
clients’ financial success by being
client-centric and partnership-focused.